Purchases and Sales Made in Q4 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2024. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-389- 1.76% |
$85.7K - $93.9K
|
21.7K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-390- 7.68% |
$85.9K - $94.2K
|
4.69K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-397- 2.82% |
$87.4K - $95.9K
|
13.7K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-399- 18.03% |
$87.9K - $96.3K
|
1.81K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-400- 25.81% |
$88.1K - $96.6K
|
1.15K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-400- 5.42% |
$88.1K - $96.6K
|
6.98K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-401- 18.89% |
$88.3K - $96.8K
|
1.72K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-407- 9.53% |
$89.6K - $98.3K
|
3.86K
$934K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-428- 64.26% |
$94.3K - $103K
|
238
$57.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-437- 6.58% |
$96.3K - $106K
|
6.2K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-453- 1.21% |
$99.8K - $109K
|
36.9K
$8.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-461- 13.57% |
$102K - $111K
|
2.94K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-471- 2.43% |
$104K - $114K
|
18.9K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-476- 0.48% |
$105K - $115K
|
99.4K
$24M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-481- 1.68% |
$106K - $116K
|
28.1K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-481- 0.41% |
$106K - $116K
|
117K
$28.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-487- 26.85% |
$107K - $118K
|
1.33K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-488- 6.02% |
$107K - $118K
|
7.62K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-495- 1.9% |
$109K - $120K
|
25.5K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-509- 0.41% |
$112K - $123K
|
123K
$29.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-514- 7.02% |
$113K - $124K
|
6.81K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-520- 0.43% |
$115K - $126K
|
121K
$29.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-603- 1.63% |
$133K - $146K
|
36.4K
$8.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 0.55% |
$141K - $154K
|
116K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-640- 84.77% |
$141K - $155K
|
115
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-649- 6.1% |
$143K - $157K
|
9.98K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-665- 2.92% |
$146K - $161K
|
22.1K
$5.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-667- 52.11% |
$147K - $161K
|
613
$148K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-671- 2.67% |
$148K - $162K
|
24.4K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-705- 6.09% |
$155K - $170K
|
10.9K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-731- 2.77% |
$161K - $176K
|
25.6K
$6.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-740- 43.74% |
$163K - $179K
|
952
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-750- 63.03% |
$165K - $181K
|
440
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-761- 1.99% |
$168K - $184K
|
37.5K
$9.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-782- 1.71% |
$172K - $189K
|
45.1K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-842- 4.33% |
$185K - $203K
|
18.6K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-849- 1.57% |
$187K - $205K
|
53.2K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-849- 6.0% |
$187K - $205K
|
13.3K
$3.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-856- 24.15% |
$189K - $207K
|
2.69K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-878- 6.94% |
$193K - $212K
|
11.8K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-879- 17.91% |
$194K - $212K
|
4.03K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-889- 3.81% |
$196K - $215K
|
22.4K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-986- 5.48% |
$217K - $238K
|
17K
$4.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-987- 1.33% |
$217K - $238K
|
73K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.01K- 19.2% |
$222K - $244K
|
4.25K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.02K- 2.69% |
$226K - $247K
|
37.1K
$8.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.05K- 14.17% |
$231K - $253K
|
6.35K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.08K- 10.34% |
$238K - $261K
|
9.36K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.23K- 5.86% |
$270K - $296K
|
19.7K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.26K- 28.98% |
$278K - $304K
|
3.09K
$747K
|